Andrew M. Held, CFP®

Executive Director Banker

Biography

Andrew Held is an Executive Director and Banker with J.P. Morgan Private Bank in Seattle. As a CERTIFIED FINANCIAL PLANNER (CFP)™ with over twenty years of experience in the financial services industry, Andrew brings unique insights and strategies to his clients, addressing their planning, banking, lending, fiduciary, business, charitable, and investment needs. Working actively with his clients, he assembles and leads a team of specialists to advise individuals, families, foundations, and endowments throughout the Pacific Northwest on the full spectrum of their wealth management requisites, drawing from J.P. Morgan’s global resources.

Prior to joining J.P. Morgan, Andrew served for six years as a Director with UBS Financial Services in both Phoenix and Tucson, Arizona. Prior to that, he served as a Financial Advisor with Merrill Lynch in Phoenix, Arizona for eight years.

Andrew holds his Masters of Business Administration degree from the Thunderbird School of Global Management and dual Bachelors of Science degrees in Finance and Marketing from the University of Dayton.

He is actively involved in the local community, serving on the board of directors of GSBA and the GSBA Scholarship Fund and as a small business owner.

In his personal time, Andrew enjoys travel, Washington and Oregon wines, hiking, and spending time with family and friends. He currently resides in the Queen Anne neighborhood of Seattle with his husband and their three dogs.

_{CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.}

*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you.

First Name *

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Location *

Select your country of residence

Address *

Enter valid street address

> or < are not allowed

Only 150 characters allowed

City *

Enter your city

> or < are not allowed

Only 35 characters allowed

State *

Select your state

> or < are not allowed

ZIP *

Enter your ZIP code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Phone Number *

Enter your phone number

Please enter a valid phone number

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

Tell Us More About You

0/1000

Only 1000 characters allowed

> or < are not allowed

* Yes, I want to learn more about J.P. Morgan Private Bank. By submitting this form, I understand the data I provide will be used to process my enquiry and hereby accept and agree that any applicable confidentiality or secrecy requirements do not apply, and I consent to J.P. Morgan Private Bank for sending me ideas and insights via email or phone in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

First Name *

Enter your First Name

> or < are not allowed

Only 50 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 50 characters allowed

Country *

Select your country of residence

Phone Number *

Enter your phone number

Please enter a valid phone number

Address *

Enter valid street address

> or < are not allowed

Only 255 characters allowed

ZIP *

Enter your ZIP code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

By continuing, I understand that the data I provide will be used to process my enquiry. I accept and agree that any applicable confidentiality or secrecy requirements do not apply, in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.